TCWM
Total Clarity Wealth Management Portfolio holdings
AUM
$349M
1-Year Return
13.67%
This Quarter Return
+4.8%
1 Year Return
+13.67%
3 Year Return
+48.16%
5 Year Return
+97.51%
10 Year Return
–
AUM
$311M
AUM Growth
+$22.6M
(+7.8%)
Cap. Flow
+$10.7M
Cap. Flow
% of AUM
3.44%
Top 10 Holdings %
Top 10 Hldgs %
25.17%
Holding
291
New
46
Increased
111
Reduced
81
Closed
33
Top Buys
| 1 |
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
+$4.97M |
| 2 |
ProShares Short QQQ
PSQ
|
+$3.63M |
| 3 |
United Parcel Service
UPS
|
+$2.79M |
| 4 |
Direxion Daily S&P 500 Bear 1X Shares
SPDN
|
+$1.53M |
| 5 |
Invesco S&P SmallCap Momentum ETF
XSMO
|
+$1.47M |
Top Sells
Sector Composition
| 1 | Technology | 9.41% |
| 2 | Financials | 6.87% |
| 3 | Healthcare | 3.84% |
| 4 | Consumer Discretionary | 3.03% |
| 5 | Industrials | 2.93% |
